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Automated Publishing for Fund Reporting

Produce Fund Facts quickly and accurately

Meet regulatory reporting requirements efficiently, accurately and cost-effectively with Smart Document Creation™. This solution integrates industry and fund-specific data for the creation of Fund Facts, Exchange Traded disclosures and ETF Facts, MRFPs and Financial Statements.

Instantly create dynamic, accurate reports

Eliminate errors associated with manual data entry using our automated process. Compose dynamic templates using fund-specific and industry data based on business rules and regulatory requirements.

Integrated Error Detection

Scalable For New Content

Publish Multiple Formats

Graphics Support

Translation Support

Automated Tracking Versioning

Efficiently create accurate investor documents

Our process integrates in-house and third-party data to compose documents for distribution to SEDAR, investors and digital libraries.

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

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Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Video Studio

Business Process Outsourcing

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Business Process Outsourcing

Connectivity

Consumer Preference and Profile Management

Control Solutions

Credit and Market Risk

Customer Communications

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Document Delivery

Digital Experience Management

Direct Marketing

Document Composition

Equity Trade Processing

Expense Management Business Process Outsourcing

Financial Statement and MRFP Delivery Solution

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Post Trade Management

Global Securities Class Action

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

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Print Delivery

Print Solutions

Professional Services

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Proxy Services

R•Digital

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Reconciliation Business Process Outsourcing

Reference Data Business Process Outsourcing

Reference Data Management

Securities Finance

Virtual Shareholder Meeting

Visual Analytics